Who owns ACWX (ACWX)
Which tracked institutional funds hold ACWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACWX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ACWX is one-sided between 2025-Q4 and 2026-Q1: 258 added or opened and 78 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACWX’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes ACWX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ACWX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 697 tracked filers holding ACWX, 395 increased or opened the position and 205 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACWX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 95
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$377M
- Koss-Olinger Consulting, LLC$82M
- Physician Wealth Advisors, Inc.$34M
- HUNTINGTON NATIONAL BANK$30M
- FIFTH THIRD BANCORP$21M
- Proficio Capital Partners LLC$21M
Full exits 31
- JANE STREET GROUP, LLC$161M
- ACADIAN ASSET MANAGEMENT LLC$151M
- CIBC Private Wealth Group LLC$87M
- Cliffwater LLC$70M
- Select Equity Group, L.P.$40M
- Cadence Bank$29M
Largest adds
- JPMORGAN CHASE & CO$83M
- Sand Hill Global Advisors, LLC$80M
- NORTHERN TRUST CORP$72M
- Calamos Advisors LLC$71M
- MORGAN STANLEY$61M
- UBS Group AG$59M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$320M
- ROYAL BANK OF CANADA$32M
- GOLDMAN SACHS GROUP INC$29M
- Goelzer Investment Management, Inc.$20M
- JENNISON ASSOCIATES LLC$19M
- AMERIPRISE FINANCIAL INC$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 7,161,717 | $490M | 8.0% | 2026-Q1 |
| MORGAN STANLEY added | 6,121,820 | $419M | 6.8% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 5,501,207 | $377M | 6.1% | 2026-Q1 |
| BlackRock, Inc. added | 4,587,218 | $314M | 5.1% | 2026-Q1 |
| UBS Group AG added | 3,570,520 | $244M | 4.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,152,154 | $147M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,123,122 | $141M | 2.3% | 2026-Q1 |
| Focus Partners Wealth added | 1,801,870 | $123M | 2.0% | 2026-Q1 |
| GERMAN AMERICAN BANCORP, INC. added | 1,677,698 | $115M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,629,946 | $111M | 1.8% | 2026-Q1 |
| Cerity Partners LLC added | 1,521,366 | $104M | 1.7% | 2026-Q1 |
| Sageworth Trust Co trimmed | 1,412,315 | $97M | 1.6% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 1,290,721 | $88M | 1.4% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 1,270,962 | $87M | 1.4% | 2026-Q1 |
| Koss-Olinger Consulting, LLC new | 1,194,344 | $82M | 1.3% | 2026-Q1 |
| GM Advisory Group, LLC added | 1,092,037 | $75M | 1.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 1,084,152 | $74M | 1.2% | 2026-Q1 |
| Calamos Advisors LLC added | 1,071,798 | $73M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,060,215 | $73M | 1.2% | 2026-Q1 |
| Calamos Wealth Management LLC added | 1,033,585 | $71M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 1,007,279 | $69M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 995,401 | $68M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 961,195 | $66M | 1.1% | 2026-Q1 |
| TLWM added | 940,099 | $64M | 1.0% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 933,709 | $64M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 867,021 | $59M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 857,041 | $59M | 1.0% | 2026-Q1 |
| WESBANCO BANK INC added | 831,835 | $57M | 0.9% | 2026-Q1 |
| TOMPKINS FINANCIAL CORP added | 748,898 | $51M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC added | 731,003 | $50M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 699,978 | $48M | 0.8% | 2026-Q1 |
| AMG National Trust Bank added | 696,635 | $48M | 0.8% | 2026-Q1 |
| Johnson Financial Group, Inc. trimmed | 694,804 | $48M | 0.8% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 669,479 | $46M | 0.7% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 629,516 | $43M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 562,554 | $39M | 0.6% | 2026-Q1 |
| WHI TRUST Co LLC added | 549,746 | $38M | 0.6% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 549,017 | $38M | 0.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 536,012 | $37M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 527,619 | $36M | 0.6% | 2026-Q1 |
| Abundance Wealth Counselors trimmed | 512,359 | $35M | 0.6% | 2026-Q1 |
| Physician Wealth Advisors, Inc. new | 491,882 | $34M | 0.5% | 2026-Q1 |
| Resolute Advisors LLC | 473,497 | $32M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 472,592 | $32M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 471,698 | $32M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 456,360 | $31M | 0.5% | 2026-Q1 |
| Integrated Advisors Network LLC added | 456,042 | $31M | 0.5% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 455,421 | $31M | 0.5% | 2026-Q1 |
| Premier Path Wealth Partners, LLC added | 439,844 | $30M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 439,001 | $30M | 0.5% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 436,478 | $30M | 0.5% | 2026-Q1 |
| Ensign Peak Advisors, Inc | 436,044 | $30M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 432,819 | $30M | 0.5% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 429,042 | $29M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 428,458 | $29M | 0.5% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 426,295 | $29M | 0.5% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 433,100 | $29M | 0.5% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd trimmed | 410,680 | $28M | 0.5% | 2026-Q1 |
| Financial Council, LLC added | 387,256 | $27M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 366,241 | $25M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 347,407 | $24M | 0.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 346,431 | $24M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Group, LLC trimmed | 302,240 | $22M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 316,932 | $22M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 316,643 | $22M | 0.4% | 2026-Q1 |
| Heritage Wealth Advisors | 308,971 | $21M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 305,845 | $21M | 0.3% | 2026-Q1 |
| Proficio Capital Partners LLC new | 302,005 | $21M | 0.3% | 2026-Q1 |
| CWM, LLC added | 289,450 | $20M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 282,189 | $19M | 0.3% | 2026-Q1 |
| Madrona Financial Services, LLC added | 281,781 | $19M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 267,998 | $18M | 0.3% | 2026-Q1 |
| Atwater Malick LLC added | 264,329 | $18M | 0.3% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 263,169 | $18M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 257,821 | $18M | 0.3% | 2026-Q1 |
| Dixon Mitchell Investment Counsel Inc. | 254,500 | $17M | 0.3% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC | 246,494 | $17M | 0.3% | 2026-Q1 |
| Horst & Graben Wealth Management LLC new | 229,400 | $17M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 243,954 | $17M | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 231,222 | $16M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 229,895 | $16M | 0.3% | 2026-Q1 |
| Sandbox Financial Partners, LLC added | 223,917 | $15M | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 219,671 | $15M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 396,402 | $15M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO added | 214,958 | $15M | 0.2% | 2026-Q1 |
| FMR LLC added | 216,168 | $15M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 211,992 | $15M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 210,866 | $14M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 196,174 | $14M | 0.2% | 2026-Q1 |
| BAILARD, INC. trimmed | 205,696 | $14M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,400,049 | $161M | 2.6% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC new | 2,252,690 | $151M | 2.5% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 1,294,483 | $87M | 1.4% | 2025-Q4 stale |
| Cliffwater LLC | 1,048,621 | $70M | 1.1% | 2025-Q4 stale |
| Glenmede Investment Management, LP added | 1,070,861 | $70M | 1.1% | 2025-Q3 stale |
| Select Equity Group, L.P. new | 600,269 | $40M | 0.7% | 2025-Q4 stale |
| Cadence Bank added | 437,986 | $29M | 0.5% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 331,661 | $20M | 0.3% | 2025-Q2 stale |
| COMERICA BANK added | 286,298 | $19M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 255,621 | $17M | 0.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.